Here’s a summary of the user’s concern and the response provided: Main Problem: The user, Parrator, is seeking guidance on how to read box and whisker plots vertically. Solution Offered: FidelityLinsey suggested that Parrator could learn more about charts, including box and whisker plots, by visiting a provided link to Fidelity’s learning center. Here’s the…
Here’s a summary of the main problem and solutions discussed in the conversation: Main Problem: The user, Shino, is unsure if they can use their 529 plan to purchase a laptop labeled as ‘gaming’, which has the necessary specs for schoolwork and occasional gaming. Suggested Solution: Parrator recommends confirming with the school or counselor regarding…
Here’s a summary of the main problem reported and the solutions discussed: Main Problem: The user, PsykoMcNasty, is unsure where to find their statements on the Fidelity website. Solution Steps: Log in to Fidelity.com. Select “Accounts & Trade” and then choose “Portfolio.” Select the desired account. Click on the “Activity & Orders” tab to view…
Summary of User’s Issue and Solutions Discussed: The main problem reported by the user is that they did not receive a $50 promotion for creating an account, despite believing they completed the process during the promotional period. To verify the account opening date and inquire about the promotion, the user is advised to contact Fidelity’s…
Summary of the user’s inquiry and responses: Main Problem: The user, Speissofcake, is seeking to send payment requests via Venmo or PayPal from their business account but cannot find an invoicing option. Solution 1: Fidelity representatives clarified that only non-retirement individual accounts are eligible for digital payments like Venmo and PayPal, and business accounts do…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Catnap, is experiencing an issue where Active Trader Pro (ATP) does not open on their iMac, even after restarting the computer. Solution Provided: Fidelity representatives suggested that Catnap contact their Technical Support team for further troubleshooting assistance. Contact…
Summary of User’s Issue and Solutions: The main problem reported by the user is that, despite having increased their investments, their account shows a cash balance of zero, preventing withdrawals. To withdraw funds, the user needs to place trades to free up cash from their investments, which will then become available for withdrawal after the…
Here’s a summary of the user’s main problem and the solutions discussed: Main Problem: The user is unsure if they can sell a call option during extended hours trading, as their trading platform only shows the price at the day’s close. Solution by Baba: Some options can be traded until 4:15 PM, but options trading…
Here’s a summary of the main issue and solutions discussed in the post: Main Problem: The user, Executive Chef, had an issue that required assistance from Fidelity, potentially involving account security concerns. Solutions Discussed: Fidelity suggested contacting them through secure social media channels like Reddit, X, Instagram, Facebook, and Google Business Messages for further assistance….
Summary of User’s Issue and Solutions: The user is unable to open the Active Trader Pro (ATP) application after restarting their Mac and deleting the app. To resolve the issue, the user is advised to perform a complete uninstall of ATP and then reinstall it. Steps for uninstallation include deleting the ATP folder from the…
Here’s a summary of the main problem and solutions discussed: Main Problem: The user, CuriousFellow, is extremely dissatisfied with Fidelity’s customer service and is considering moving their accounts to another firm due to a lack of effective responses from agents. Proposed Solutions: Fidelity representatives suggested contacting them through private messaging on social media platforms like…
Summary of User Feedback: The main problem reported by the user is a desire for a user-friendly feature that would be a great addition. FidelityLinsey acknowledged the feedback and offered to pass it along to the development team for consideration. FidelityLinsey encouraged the user to share any additional suggestions or questions in the future. Here’s…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, jce, inquired whether the money in their Fidelity core accounts is FDIC insured. The user received confirmation from another participant that funds are indeed FDIC insured. A Fidelity representative explained that Fidelity offers an FDIC Insured Deposit Sweep…
Summary: The main problem reported is the complexity of wash sales and their tax implications for traders, particularly regarding the realization of losses and subsequent purchases of substantially identical securities. To understand wash sales, users are advised to review IRS definitions and rules, including the permanent adjustment of cost basis for purchased shares when a…
Summary of User’s Concerns and Solutions: Main Problem: The user is unsure about what happens to their NetBenefits account after leaving their employer and whether they need to create a new account. Solution 1: The user can typically continue accessing their NetBenefits account even after leaving their employer. Solution 2: Their NetBenefits login will work…
Summary of User’s Issue and Solutions: The main problem reported by the user is the uncertainty about the payment address zip code for their Fidelity Rewards Credit Card as they had not received their first statement yet. The user confirmed they would be making payments to Elan Financial Services. The solution provided included the zip…
Summary: The user, PAW, is confused about having 0 buying power in their account despite having money previously, and is uncertain if the funds in SPAXX can be used. Fidelity explains that SPAXX is a money market mutual fund where uninvested cash sits until used for purchases or withdrawals. The funds in SPAXX are earning…
Summary of User’s Issue and Solutions: The main problem reported by the user is confusion about why the funds from selling stocks went to “available to invest” instead of cash balance. The solution provided explains that funds from sold securities are not immediately available for withdrawal; they need to settle first, which takes two business…
Here’s a summary of the main problem and solutions discussed in the post: Main Problem: The user, Bren, completed all learning modules but only received $14 instead of the expected $18, as they are $2 per module for a total of 9 modules. Proposed Solutions: Fidelity representative, Linsey, suggested that Bren send a Modmail through…
Here’s a summary of the main problem reported and the solutions discussed: Main Problem: The user, Regorian, is uncertain whether distributions from an inherited IRA can be used to fund their own Traditional or Roth IRA, as they are a non-eligible designated beneficiary required to deplete the inherited account within 10 years. Solution: FidelityLinsey advised…